Chakri Lokapriya discusses the impact of tariffs on various sectors, including capital markets, wires and cables, pharma, and IT. Retail brokerage margins are expected to decline, while the wires and cables segment hinges on economic revival and tariff clarity. Despite pharma’s underperformance, potential buying opportunities exist, and IT sector growth depends on deal conversion and tariff resolution.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is